Finance
Timing Isn’t Everything – Why I’m NOT a Fan of “Tactical Asset Allocation”
In spite of all the evidence to the contrary, many people continue to believe they can time the market. Read on to find out why I see these folks making a HUGE mistake.
Read MoreFinancial Freedom Tips (Video) – Qualified Charitable Distribution
A QCD can be a win-win for both you and your favorite charity. In this 5-minute video, Josh Duncan explains how QCDs work and the tax benefits—as well as the rules you need to know and the mistakes to avoid.
Read MoreFinancial Freedom Tips (Video) – Paying Debt with a 401(k) Loan
Looking to pay off large debt with a 401(k) loan? In this 5-min. video, learn all the details about how it works—including specific benefits and risks.
Read MoreQuarterly Market Review – Second Quarter 2019
Once per quarter, we roll up our sleeves and take a deeper dive into what’s happened in the stock market. Take a look at the attached presentation if you’d like to view the recap for April – June 2019.
Read MoreFinancial Freedom Tips (Video) – Save Half Your Raise
Are you ready to take the save-half-your-raise challenge? This is one of the best habits you can develop. Learn how to overcome the 4 common challenges!
Read MoreAnother Savings Option – Health Savings Accounts
After you max out your 401(k), there is another savings opportunity available that you may want to leverage. Read on to find out more.
Read MoreFinancial Freedom Tips (VIDEO) – Pre-Tax Savings
Today we explain pre-tax savings, so you can keep your money working for you as you create your life of financial freedom.
Read MoreThey Don’t Have A Clue About the Stock Market!
The guys you hear on TV are absolutely 100% clueless when it comes to investing. Read on to find out more.
Read MoreAn Age-Old Question – Should You Pay Off Your Mortgage?
One of the most common questions I am asked is: “Should I pay off my mortgage?” Read on to hear my perspective.
Read MoreFinancial Tips With Josh Duncan (Video): Less is More – Asset Consolidation
One key step in the financial planning process is to identify all your assets. This key helps unlock what is available to help you meet your goals—and achieve financial freedom.
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